CIBC Private Wealth Group
BEAT icon

CIBC Private Wealth Group’s Heartbeam BEAT Stock Holding History

CIBC Private Wealth Group’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$25.5K Buy
+10,631
New +$18.2K ﹤0.01% 2077

Other funds holding BEAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $1.99B AUM 25.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIBC Private Wealth Group's BEAT Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Heartbeam (BEAT) in Q4 2025: 10,631 shares worth $25.5K. The stake represents ﹤0.01% of the portfolio and ranks #2077 among its holdings.

41 funds tracked by Wall St. Rank hold BEAT as of Q4 2025.

  • CIBC Private Wealth Group held 10,631 shares of Heartbeam worth $25.5K as of Q4 2025.
  • Heartbeam was a new CIBC Private Wealth Group position in Q4 2025.
  • Heartbeam made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2077 holding.
  • 41 funds tracked by Wall St. Rank held Heartbeam as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.